Shunly Wang is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and 10 years of industry experience. Wang also operates a jadeite retail business, Ding Yu International North America, and serves as a notary public in both New York and New Jersey. Prior experience includes roles at LSPN Pro, LLC and InheritGuard, LLC. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

Douglas Holzer is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 20 years of industry experience. He has worked with both Guardian Life Insurance Company and Park Avenue Securities since 2012. Outside of his advisory role, he is also involved in insurance sales, including group health, disability income, and long-term care insurance, as well as life insurance sales through referrals in a property and casualty brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory relationships and digital advisory solutions, combining proprietary and third-party investment models.

Nicholas Lercara is a financial advisor at Lincoln Investment with Series 63 and Series 65 registrations and one year of industry experience. Prior to joining Lincoln Investment, he was involved in youth hockey organizations including PAL Youth Ice Hockey and Long Island Whalers Youth Hockey. He also has experience with Long Island Sports Hub and Holy Cross High School. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers a range of financial planning and retirement plan advisory services, utilizing both strategic and dynamic investment approaches through a combination of in-house and third-party strategies.

Taylor Stathis is a CFP® professional with 2 years of industry experience, currently with Wealthspire Advisors where he has been employed since 2016. Outside of advisory work, he is the owner and manager of a real estate business called Hodor 1 LLC. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including individuals, institutions, and nonprofits. The firm employs an institutional-style asset allocation approach and offers a range of wealth management and financial planning services tailored to client needs.

Keiko Krull is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 26 years of industry experience. She has been associated with Ameritas entities since 2009 and also works with Dipaola Financial Group. In addition to her advisory role, Krull is a licensed independent insurance agent specializing in fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers a range of services including fee-based asset management, retirement-plan advisory, and fiduciary advice, supported by model portfolios, third-party sub-advisers, and custom strategies.

Michael Bueti is a CFP® professional with six years of experience at Wealthspire Advisors and a total of two years in the financial industry. His prior work experience includes roles at East West Bank, New York Community Bank, Guidepoint, and Marist College. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of wealth management, financial planning, and retirement consulting services.

Dustin Triesch is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at JPMorgan Chase Bank and Coach Farm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and specialized market roles.

Alison Longstreet is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 66 registrations and has 12 years of industry experience. She has worked at Eagle Strategies since 2021 and maintains ongoing roles with Genovese Associates and New York Life entities, including involvement in brokering non-registered insurance products. Longstreet is also a shareholder of NYLARC Holding Company Inc., which reinsures life insurance policies she originates with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives, with the majority of its assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Megan Muccio is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and seven years of industry experience. She is also the owner and president of Megan D. Muccio, CPA, PLLC, a firm specializing in tax preparation, accounting, and bookkeeping. Her professional background includes roles at NEXT Financial Group and Henry Schein Inc. United Planners Financial Services serves a diverse range of clients including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial planning and portfolio management solutions.

Rita Singh is a financial advisor at HSBC Securities (USA) Inc. with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with HSBC entities since 2002. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary options. The firm uses model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, providing advisory, fund selection, and administrative services through affiliated and third-party providers.

Hakan Uludag is a financial advisor at TD Private Client Wealth LLC with a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. TD Private Client Wealth LLC offers discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, utilizing a combination of strategic and tactical asset allocation across affiliated and third-party investment managers.

Catherine Perugini is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she assists with administrative tasks at a plumbing and heating company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Alain Landais is a CFA® charterholder with 16 years of industry experience. He currently works at RBC Rochdale, LLC, having previously been employed at Park Ave Securities and Guardian Life Insurance. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, pension plans, and government entities. The firm employs a multi-strategy investment process combining quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes, often collaborating with third-party sub-advisors and independent financial advisors.

Shiraz Zaidi is a financial advisor with Kestra Advisory in Rockville Centre, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Kestra Advisory since 2016 and is also associated with Coastline Wealth Management as a financial advisor. Outside of his advisory roles, Zaidi is involved in various business ventures including consulting and logistics, and he holds ownership interests in several real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments through comprehensive due diligence and serving large institutional investors, including sovereign wealth funds.

Philip Capell is a CFP® professional with 11 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Piermont Wealth Management Inc. for over two decades. Outside of advisory work, he provides minimal legal services through his own practice. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm emphasizes strategic asset allocation using both passive and active managers and offers a range of financial planning, asset management, and specialized consulting services.

Eric Ferguson is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Citizens Securities Inc since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Gregg Reutter is a financial advisor at Commonwealth Financial Network with 28 years of industry experience. He previously worked at Royal Alliance Associates, INC. for ten years and OSAIC for one year. In addition to his advisory work, he has served as a lieutenant with the New York Police Department since 1986. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operational support, and investment management services, including discretionary model portfolios and customized solutions.

George Fiederlein is a CFP® with 11 years of experience in the financial industry. He is currently with Oppenheimer and has previously worked at B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, Invest Financial Corporation, and Osorio & Cimbal. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services with a focus on strategic and tactical asset allocation, investment consulting, retirement services, and private-fund management.

Bertrand Thomas is a financial advisor at Empower Advisory Group with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation and Transamerica Financial Life Insurance Company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping platforms and include point-in-time financial plans and optional managed accounts.

William Cheshire Jr. is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds a Series 63 designation and has worked at National Life Group and Equity Services since 2014. Outside of his advisory role, he is involved in health and property and casualty insurance brokerage. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a broad client base including individuals, corporations, and charitable organizations. The firm offers multiple advisory platforms that incorporate long-term strategies alongside options for shorter-term trading, utilizing a network of third-party asset managers and model portfolios.